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Insert Dropdown in the 12 Month Income Statement

Insert Dropdown in the 12 Month Income Statement

Aug 6th, 2022

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How to Insert Dropdown in the 12 Month Income Statement

4.8 out of 5

75 votes

In this tutorial, you'll learn how to transform daily transactional data—such as income and expenses—into a profit and loss statement. The process is straightforward, and you can follow along by pausing the video to download the practice workbook linked in the description. The tutorial will guide you through organizing a raw data file that includes transaction dates, types (income or expense), and the associated accounts. You'll also see how to add detailed information about each account type, such as specifics for internet-related expenses. The focus is on simplifying the creation of a profit and loss statement from raw transactional data.

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